Stonebridge Soundbites – 25 Years of Management

How was Stonebridge founded? What was the philosophy behind it? Over the last 25 years, how have we shaped and adapted our communication to our clients?

“Each time we learn more about the markets, we learn more about clients and ourselves.”

In this episode, you will hear from one of the firm’s founders and today’s COO – Heidi Hukriede – as she tells the story of Stonebridge Capital Advisors.

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2022 Stonebridge Wealth Management Forum

Whether it is planning for your business succession or assigning assets to younger generations in your family, how do we prepare both sides of a wealth transfer for success?

On Thursday, August 25th, 2022, Stonebridge Capital Advisors held its annual Wealth Management Forum. Hear from our incredible expert panelists – Steve Wormley, CPA, Sophia Grotkin, JD, and Robert Kincade – as they dive in on how to best approach wealth transfer from various perspectives.

 

Disclosure: The information and resources provided are for informational purposes only and do not create a professional-client relationship between the attendees and firms, panelists, authors and contributors.

Table of Experts: Women in Finance

The Minneapolis/St. Paul Business Journal held a panel discussion recently on women in finance. Our very own Heidi Hukriede, CFA joined the panel and provided her outlook on the industry and discussed her experiences as a leader in finance.

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